Redmile Group, LLC — 13F holdings

Redmile Group, LLC reported 39 holdings worth $1.49B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SRRK SCHOLAR ROCK HLDG CORP — $237M (15.9%)
2. KRYS KRYSTAL BIOTECH INC — $235M (15.8%)
3. STOK Stoke Therapeutics Inc — $129M (8.7%)
4. IMNM IMMUNOME INC — $104M (7.0%)
5. NRIX NURIX THERAPEUTICS INC — $98.8M (6.6%)
6. ABSI ABSCI CORPORATION — $78.1M (5.2%)
7. ANNX Annexon Inc — $67.8M (4.6%)
8. RGNX REGENXBIO INC — $52.3M (3.5%)
9. STTK SHATTUCK LABS INC — $47.8M (3.2%)
10. NGNE NEUROGENE INC — $44.4M (3.0%)